Anic Equity¶
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Total return since start: 0.609 %¶
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Equity now: -----------------------------> 49154.6 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45093.06 Kr¶
PnL: ---------------------------------------> 37.06 Kr¶
DD now: ---------------------------------> -7.466 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 14:21:12.735676'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.170000 | 1664.820000 | 195.820000 | 13.330000 | 1468.999998 |
| Orrön Energy | 180 | -2.000000 | 2158.200000 | 115.200000 | 5.640000 | 2043.000000 |
| Atrium Ljungberg B | 5 | 0.150000 | 996.500000 | 61.500000 | 6.580000 | 935.000000 |
| Sagax A | 4 | 0.000000 | 896.000000 | 42.000000 | 4.920000 | 854.000000 |
| Hoist Finance | 35 | 0.340000 | 1020.250000 | 40.250000 | 4.110000 | 980.000000 |
| Sagax B | 4 | -0.400000 | 893.600000 | 39.600000 | 4.640000 | 854.000000 |
| Catena | 2 | -1.100000 | 829.600000 | 37.600000 | 4.750000 | 792.000000 |
| Hexatronic Group | 12 | 0.000000 | 1001.760000 | 34.760000 | 3.590000 | 966.999996 |
| JM | 6 | -1.000000 | 893.400000 | 29.400000 | 3.400000 | 864.000000 |
| Sedana Medical | 93 | -4.330000 | 2546.340000 | 25.340000 | 1.010000 | 2521.000011 |
| OX2 | 13 | 1.290000 | 967.200000 | 17.200000 | 1.810000 | 949.999999 |
| Platzer Fastigheter Holding B | 12 | -4.350000 | 975.600000 | 14.600000 | 1.520000 | 960.999996 |
| Bilia A | 8 | -0.440000 | 912.000000 | 12.000000 | 1.330000 | 900.000000 |
| Biotage | 7 | -0.580000 | 952.000000 | 11.000000 | 1.170000 | 940.999997 |
| HEXPOL B | 9 | 0.260000 | 1030.500000 | 9.500000 | 0.930000 | 1020.999996 |
| VEF | 909 | -2.860000 | 1854.360000 | 4.360000 | 0.240000 | 1850.000436 |
| Gränges | 9 | -1.430000 | 928.800000 | 0.800000 | 0.090000 | 927.999999 |
| BioGaia B | 8 | -2.100000 | 930.400000 | 0.400000 | 0.040000 | 930.000000 |
| AcadeMedia | 8 | -1.380000 | 400.800000 | -1.200000 | -0.300000 | 402.000000 |
| Clas Ohlson B | 12 | -1.520000 | 969.000000 | -4.000000 | -0.410000 | 972.999996 |
| Byggmax Group | 33 | -2.310000 | 951.060000 | -4.940000 | -0.520000 | 956.000001 |
| ASSA ABLOY B | 3 | -1.350000 | 769.200000 | -9.800000 | -1.260000 | 779.000001 |
| EQT | 4 | -2.200000 | 818.000000 | -14.000000 | -1.680000 | 832.000000 |
| Creaspac SPAC | 39 | 0.000000 | 3697.200000 | -20.800000 | -0.560000 | 3717.999987 |
| Nordic Waterproofing Holding | 7 | -1.170000 | 942.200000 | -24.800000 | -2.560000 | 966.999999 |
| Alimak Group | 11 | -1.920000 | 900.900000 | -27.100000 | -2.920000 | 927.999996 |
| Addnode Group B | 11 | -1.220000 | 891.000000 | -30.000000 | -3.260000 | 921.000003 |
| SKF B | 5 | -0.930000 | 909.750000 | -30.250000 | -3.220000 | 940.000000 |
| Indutrade | 5 | -1.130000 | 1176.500000 | -41.500000 | -3.410000 | 1218.000000 |
| Latour B | 4 | -0.880000 | 808.800000 | -48.200000 | -5.620000 | 857.000000 |
| INVISIO | 16 | 0.660000 | 3640.000000 | -49.000000 | -1.330000 | 3689.000000 |
| Bufab | 3 | -0.740000 | 1042.800000 | -66.200000 | -5.970000 | 1109.000001 |
| Vitec Software Group B | 2 | -3.780000 | 1019.000000 | -68.000000 | -6.260000 | 1087.000000 |
| BHG Group | 97 | -1.970000 | 1354.120000 | -104.880000 | -7.190000 | 1458.999989 |
| Hexagon B | 26 | -2.390000 | 3351.400000 | -109.600000 | -3.170000 | 3461.000010 |
| TOTAL | 45093.060000 | 37.060000 | -7.46559% | 45056.000411 |
Updated:¶
'2023-07-05 14:21:29.511570'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
